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Personalized Coaching For Your Legacy

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Are You Ready to Shape a Legacy

Based on Your Values?

Cross Regret Off Your List: Design Your Legacy


Most people don’t plan to leave behind regrets.

But regret has a way of sneaking in—not because we didn’t care, but
because we were too busy chasing what the world told us mattered.
 

At Legacy Planning(c), we believe your life is more than a balance sheet or a career highlight reel.

Your true legacy lives in the people you impact, the values you pass on, and the moments that become stories for future generations. Our mission is simple but profound: help you cross regret off your list by designing a holistic legacy—one that aligns your wealth, wisdom, and way of being.
 

Born from the insight that traditional estate and financial planning only scratches the surface, our practice was founded to go deeper.

We’re not just coaches. We’re partners in your transformation—blending strategic advisory with personal reflection to ensure every area of your legacy is lived on purpose, not left to chance.
 

Whether you’re an entrepreneur shaping your business succession, a family steward seeking harmony across generations, or someone standing at the crossroads of success and significance, Legacy Planning guides you to create a life that feels complete—now and far into the future.
 

We help you uncover what matters most.

We help you give it form, function, and future.

Because the best time to design your legacy isn’t someday. It’s today.

Legacy Planning.
Cross regret off your list. Design your holistic legacy.



You want to do the right thing but ...

We work with affluent and purpose-driven leaders approaching or beyond midlife specifically:

  • Successful entrepreneurs navigating succession or exit.

  • High-net-worth individuals (HNWIs) who want to align wealth with meaning.

  • Family business owners aiming to preserve harmony across generations.

  • C-suite executives transitioning into the “second act” of their life.

  • Philanthropists or impact investors seeking to create lasting social good.

  • Legacy-minded professionals (doctors, lawyers, creatives) who’ve built careers but now want to focus on contribution and significance.

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We are pleased to have worked with:
 

What is Legacy Planning(c)?
Based on the 3 stages of any type of good planning,
the Legacy Planning(c) framework helps you define
what you stand for so your vision can be personally developed
and executed for progress. #define #develop #execute

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Are you ready to shape a legacy that reflects your values?

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Angelina Carleton is the founder of Legacy Planning©, a personal coach and advisor dedicated to helping successful individuals turn their life’s work into meaningful, multi-generational impact. With her education from Penn State University (Class of 2000) and the Co-Active Training Institute, she has held 1,000+ virtual sessions as well as retreats. Her articles are published in Wealth Management, Women in Family Business as well as Alliance Magazine (a philanthropy blog) and she hosts a top 5% podcast on the subject of legacy planning with over 235+ episodes. She empowers clients to live—and lead—their legacy with clarity and intention.
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